PlanAutomate: Project Controls Built for Microsoft Dynamics 365 Finance
The strongest project controls solution for companies running Microsoft Dynamics 365 Finance.
PlanAutomate gives project-centric companies the project controls they cannot get from standard D365 Finance or Project Operations alone.
One System for Project Financial and Operational Control
Project-centric companies cannot run projects from one system and financial control from another. PlanAutomate connects project execution, forecasting, procurement, and financial control inside D365 Finance.
Project Execution
Forecast & Change Control
Financial Impact
The result is a single operating model for project managers, finance teams, and executives. For more context, see How to Manage Projects in Microsoft Dynamics 365 Finance.
What PlanAutomate Controls
Schedule
Costs
Forecasts
Change
Risk
Procurement
Revenue
Margin
Portfolio
Why PlanAutomate Is Different
PlanAutomate is built for companies where projects are central to how the business makes money and delivers work.
- Built into D365 Finance, not bolted on top
- Connects WBS, CBS, schedule, budget, forecast, and actuals
- Brings EAC, ETC, change control, and RAIDO into the project operating model
- Links procurement and financial impact to project performance
- Gives executives portfolio visibility and management by exception
- Supports AI insight grounded in project and financial data
PlanAutomate vs. Project Operations for Project Controls
Project Operations does have limited project support for sales, scheduling, staffing, time, expense, billing, and accounting depending on deployment model.
PlanAutomate goes further. It gives project-centric companies the project controls, forecasting, governance, procurement visibility, and financial control depth they need inside D365 Finance.
Compare PlanAutomate to Project OperationsProject Controls for Project-Centric Industries
AEC
Managing engineering, architecture and construction projects requires real-time control and visibility. We help you bridge the gap across all your operational and financial components from the field to the back office.
ETO/Project Manufacturing
Synchronize engineer-to-order project workflows with production and procurement, ensuring on-time delivery and margin protection.
Professional Services
Optimize resource utilization and maximize profitability. Transform your billable hours into predictable growth with data-driven insight.
Discover why PlanAutomate is the best project solution for Dynamics
Discover for yourself the best options for your company.
Schedule a free call to learn:
What the details are of the options above and how to evaluate them for your company.
How you can grow and scale your project management capabilities in the future with PlanAutomate.
What implementation with PlanAutomate looks like.
Whether you are evaluating or currently using Dynamics 365 Finance and/or Project Operations and want to make sure you are getting the best solution for your company.
Schedule a brief consultation with us to learn how to help your organization achieve the best possible outcome with Dynamics.